A method and system for visually presenting financial data

A technology of financial data and data, applied in data processing applications, finance, instruments, etc., can solve the problem that the type of visual data chart cannot be realized particularly effectively.

Pending Publication Date: 2019-03-29
黄志敏
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  • Abstract
  • Description
  • Claims
  • Application Information

AI Technical Summary

Problems solved by technology

[0003] However, based on the particularity and complexity of the data structure of financial statements, the existing types of visual data charts cannot effectively meet this requirement. Therefore, it is necessary to develop new types of visual charts for financial statements, especially consolidated assets and liabilities. Table, consolidated income statement, and consolidated cash flow statement, extract their important data characteristics, present the financial data of economic entities in the most intuitive and effective way, and help users gain insights into the financial status of economic entities in the shortest possible time

Method used

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  • A method and system for visually presenting financial data
  • A method and system for visually presenting financial data
  • A method and system for visually presenting financial data

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Embodiment Construction

[0053] In order to enable those skilled in the art to better understand the technical solutions in the present application, the technical solutions in the embodiments of the present application will be clearly and completely described below in conjunction with the drawings in the embodiments of the present application. Obviously, the described The implementations are only some of the implementations of the present application, not all of them. Based on the implementation manners in this application, all other implementation manners obtained by persons of ordinary skill in the art without making creative efforts shall fall within the scope of protection of this application.

[0054] see figure 1 , the present application provides a method for visually presenting financial data, the method comprising:

[0055] S1: Obtain the financial report data of the economic entity, which includes the consolidated asset and liability statement, the consolidated profit statement and the consol...

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Abstract

The embodiment of the invention relates to a method and a system for visually presenting financial data, wherein, the method comprises the following steps: obtaining financial report data of an economic entity, wherein, the financial report data comprises a consolidated asset liability report, a consolidated profit report and a consolidated cash flow report; Extracting the financial characteristics of each report in the financial report data, selecting a matching visual chart template according to the types of each report, and drawing the extracted financial characteristics in the selected matching visual chart template; Analyzing and judging the financial position of the economic entity according to the completed visual chart, the financial position including at least the asset liabilitystructure, the capital structure, the borrowing capacity, the solvency capacity, the income cost structure, the profit quality, the profitability, the development capacity, the cash flow structure quality and the operating capacity. The technical proposal provided by the application can quickly and efficiently recognize the structural characteristics of the financial data of the economic entity and the financial health degree.

Description

technical field [0001] The present application relates to the technical field of financial data processing, in particular to a method and system for visually presenting financial data. Background technique [0002] In the financial statements (including monthly reports, quarterly reports, annual reports, etc.) regularly issued by economic entities (economic entities, organizations, public institutions, etc.), three consolidated statements about basic financial information are provided, including consolidated balance sheet, consolidated income statement , Consolidated cash flow statements, these statements cover a wealth of financial data and information, but not suitable for reading. A large number of users need to quickly and effectively grasp the basic financial status of economic entities, and data visualization technology can help achieve this goal. [0003] However, based on the particularity and complexity of the data structure of financial statements, the existing ty...

Claims

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Application Information

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Patent Type & Authority Applications(China)
IPC IPC(8): G06Q10/06G06Q40/00
CPCG06Q10/063G06Q40/125
Inventor 黄志敏
Owner 黄志敏
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